AE Wealth Management’s iShares Core 5-10 Year USD Bond ETF IMTB Stock Holding History

AE Wealth Management’s Portfolio IMTB Stock Details IMTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-38	Closed	-$1.65K	–	2214
2025 Q1	$1.65K	Hold	38	–	–	﹤0.01%	2046
2024 Q4	$1.61K	Buy	+38	New	+$1.64K	﹤0.01%	2010
2022 Q3	–	Sell	-9,861	Closed	-$441K	–	1807
2022 Q2	$441K	Sell	9,861 -56,154	-85%	-$2.55M	﹤0.01%	1268
2022 Q1	$3.13M	Buy	66,015 +16,041	+32%	+$781K	0.02%	575
2021 Q4	$2.52M	Buy	49,974 +5,089	+11%	+$258K	0.02%	624
2021 Q3	$2.3M	Buy	+44,885	New	+$2.32M	0.02%	605

Other funds holding IMTB

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FNC

First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AE Wealth Management's IMTB Position: Q2 2025 in Review

AE Wealth Management sold out of iShares Core 5-10 Year USD Bond ETF (IMTB) in Q2 2025, closing a stake of 38 shares — an estimated $1.65K sold.

AE Wealth Management first reported a position in IMTB in Q3 2021 and held it in 6 quarters. The position peaked at $3.13M in Q1 2022. 48 funds tracked by Wall St. Rank hold IMTB as of Q2 2025.

AE Wealth Management reported no remaining iShares Core 5-10 Year USD Bond ETF position as of Q2 2025 after selling out during the quarter.
AE Wealth Management sold 38 iShares Core 5-10 Year USD Bond ETF shares in Q2 2025, an estimated $1.65K.
AE Wealth Management first reported a position in iShares Core 5-10 Year USD Bond ETF in Q3 2021 and held it in 6 quarters.
AE Wealth Management's iShares Core 5-10 Year USD Bond ETF position peaked at $3.13M in Q1 2022.
48 funds tracked by Wall St. Rank held iShares Core 5-10 Year USD Bond ETF as of Q2 2025.

Based on AE Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.